In the latest podcast from Herbert Smith Freehills’ pension team, Rachel Pinto, Partner, is joined by Richard Priestley, Managing Director of the Canada Life Insurance Division and Helen Hallam, Lead Counsel for Insurance at Canada Life. In their conversation, Rachel, Richard and Helen cover:

  • Recent market conditions and affordability of bulk annuity transactions
  • What practical steps trustees can take to increase their chances of being able to execute transactions quickly
  • Given the unprecedented nature of Covid, how are insurers likely to respond to the mortality experience of 2020 and 2021?
  • The role of “Requested Contractual Terms” (“RCT”s) in the bulk annuity quotation process and how RCTs can best be used by trustees.

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To view our other pensions podcasts, including the other podcasts in this series, click here.


If you would like to discuss any of the topics covered in this podcast speak with your usual HSF adviser or contact one of our specialists.

Rachel Pinto
Rachel Pinto
Partner, Pensions, London
+44 20 7466 2638

Tim Smith
Tim Smith
Professional Support Consultant, London
+44 20 7466 2542




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